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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,370 | $69,118+308.5% | $53,647+426.4% | $138,895+103.3% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 13.24% | 248.26%-235.0pp | 358.33%-345.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $960 | $2,274-57.8% | $1,813-47.1% | $6,396-85.0% |
| Admin fee / account holder | $5,837 | $2,724+114.3% | $2,460+137.3% | $12,562-53.5% |